Defined Benefit Consultant

November 30

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Ascensus

WebsiteLinkedInAll Job Openings

Retirement plan services • Education savings • ABLE accounts

5001 - 10000 employees

Founded 2000

💸 Finance

👥 HR Tech

💰 Secondary Market on 2019-02

Description

• Management of TPA and direct client relationships focusing on Silver service model Cash Balance plans to foster strong client retention and create “raving fan” clients. • Manage and negotiate workflow of client projects ensuring client expectations are effectively established and met. • Manage a book of business as defined in the annual goals. • Request and follow-up data, trust, documents, and other information needed to complete our work in a timely fashion and minimize rushes. • Assign appropriate tasks in Workflow and manage due dates with clients and specialists. • Monitor Workflow reports for routine follow up tasks. • Work with assigned Specialists to ensure Normal Recurring Services is completed within our service standards. • Work with assigned Specialists to ensure Other Services are completed by agreed upon due date with client. • Provide answers and solutions to problems Specialists encounter. • Ensure all client phone calls and emails are responded to within the same business day but no later than 24 business hours. • Build strong relationships with each client and TPA and ensure needs are being met. • Manage changes of client needs and expectations and changes taking place within client’s firm. • Be the main contact for our clients, advisors, CPAs and attorneys who are involved with the plans for strategic plan issues. • Identify and define clients’ problems. Listen for issues that client is facing and find appropriate solutions for them. • Achieve above 9+ average ratings on client survey forms. • Maintain a good relationship with each client.

Requirements

• Minimum five years of experience in the retirement plan industry. • Excellent understanding of plan administration, compliance testing and pension law. • Ability to work independently and be comfortable making decisions on client issues. • Good business sense to understand clients’ business needs. • Excellent verbal and written communication skills, including the ability to communicate technical ideas. • Strong computer skills (Windows, Word, Excel). • Detail-oriented and accurate. • Self-starter who will take responsibility for completing tasks in a timely fashion. • Ability to juggle multiple tasks and prioritize. • Commitment to ongoing retirement industry related education. • Team player with a positive, friendly attitude and a strong desire to grow with the firm. • Strong administrative and organizational skills. • Professional phone manner and excellent interpersonal skills.